Pools

The PoolsResource provides methods for accessing and managing mortgage pool information.

Overview

Pools represent mortgage pools in The Mortgage Office system. The SDK supports both Shares and Capital pool types.

Initialization

The pools resource is automatically initialized when you create a client:

import os
from tmo_api import TMOClient

client = TMOClient(
    token=os.environ["TMO_API_TOKEN"],
    database=os.environ["TMO_DATABASE"]
)

# Access shares pools resource
shares_pools = client.shares_pools

# Access capital pools resource
capital_pools = client.capital_pools

Pool Types

from tmo_api.resources.pools import PoolType

# Shares pools (default)
PoolType.SHARES

# Capital pools
PoolType.CAPITAL

Methods

get_pool()

Get detailed information about a specific pool.

Parameters: - account (str, required): The pool account identifier

Returns: Pool object

Example:

pool = client.shares_pools.get_pool("POOL001")

print(f"Pool Name: {pool.Name}")
print(f"Account: {pool.Account}")
print(f"Inception Date: {pool.InceptionDate}")

# Access nested objects
if pool.OtherAssets:
    for asset in pool.OtherAssets:
        print(f"Asset: {asset.Description}, Value: {asset.Value}")

list_all()

Get a list of all available pools.

Returns: List[Pool]

Example:

pools = client.shares_pools.list_all()

for pool in pools:
    print(f"{pool.Account}: {pool.Name}")

get_pool_partners()

Get comprehensive financial and contact information for all partners associated with a specific pool. This includes capital activity, performance metrics, and contact details.

Parameters: - account (str, required): The pool account identifier

Returns: list of partner dictionaries (CPartners:#TmoAPI)

Response Fields: Each partner dictionary contains:

Financial Information:

• BegCapital: Beginning capital balance
• Contributions: Capital contributions made by the partner
• Distributions: Distributions paid out to the partner
• EndCapital: Ending capital balance for the partner
• Income: Income earned
• Withdrawals: Withdrawal amounts
• WithdrawalsAndDisbursements: Total withdrawals and disbursements
• IRR: Internal Rate of Return

Contact Information:

• Account: Partner account identifier
• SortName: Partner's name
• Address: Street, City, State, ZipCode
• Phone: PhoneHome, PhoneWork, PhoneCell, PhoneFax
• EmailAddress: Partner's email
• TIN: Tax Identification Number

Other:

• AccountType: Type of account
• ERISA: ERISA flag
• IsACH: ACH flag
• RecID: Unique record identifier

Note: This endpoint combines both financial transaction data and contact information. For contact/profile information only (without financial data), use partners.get_partner().

Example:

partners = client.shares_pools.get_pool_partners("LENDER-C")

for partner in partners:
    print(f"\nPartner: {partner.get('SortName')} ({partner.get('Account')})")
    print(f"  Email: {partner.get('EmailAddress')}")
    print(f"  Phone: {partner.get('PhoneHome')}")

    # Financial information
    print(f"  Beginning Capital: ${partner.get('BegCapital', 0):,.2f}")
    print(f"  Contributions: ${float(partner.get('Contributions', 0)):,.2f}")
    print(f"  Distributions: ${float(partner.get('Distributions', 0)):,.2f}")
    print(f"  Ending Capital: ${float(partner.get('EndCapital', 0)):,.2f}")
    print(f"  Income: ${float(partner.get('Income', 0)):,.2f}")
    print(f"  IRR: {partner.get('IRR', 0)}%")

get_pool_loans()

Get loans associated with a pool.

Parameters: - account (str, required): The pool account identifier

Returns: list of loan data

Example:

loans = client.shares_pools.get_pool_loans("POOL001")

for loan in loans:
    print(f"Loan: {loan.get('LoanNumber')}")

get_pool_bank_accounts()

Get bank accounts associated with a pool.

Parameters: - account (str, required): The pool account identifier

Returns: list of bank account data

Example:

bank_accounts = client.shares_pools.get_pool_bank_accounts("POOL001")

for account in bank_accounts:
    print(f"Bank: {account.get('BankName')}")

get_pool_attachments()

Get attachments associated with a pool.

Parameters: - account (str, required): The pool account identifier

Returns: list of attachment data

Example:

attachments = client.shares_pools.get_pool_attachments("POOL001")

for attachment in attachments:
    print(f"File: {attachment.get('FileName')}")

Pool Model

The Pool model represents a mortgage pool with the following key attributes:

pool = client.shares_pools.get_pool("POOL001")

# Basic information
pool.rec_id          # Record ID
pool.Account         # Account number
pool.Name            # Pool name

# Date fields (automatically parsed to datetime)
pool.InceptionDate   # datetime object
pool.LastEvaluation  # datetime object
pool.SysTimeStamp    # datetime object

# Nested objects
pool.OtherAssets     # List[OtherAsset]
pool.OtherLiabilities  # List[OtherLiability]

# Access all fields dynamically
for key, value in pool.__dict__.items():
    print(f"{key}: {value}")

Error Handling

import os
from tmo_api import TMOClient, ValidationError, APIError

client = TMOClient(
    token=os.environ["TMO_API_TOKEN"],
    database=os.environ["TMO_DATABASE"]
)

try:
    pool = client.shares_pools.get_pool("INVALID")
except ValidationError as e:
    print(f"Invalid input: {e}")
except APIError as e:
    print(f"API error: {e}")

Common Use Cases

1. List All Pools with Details

pools = client.shares_pools.list_all()

for pool in pools:
    print(f"\nPool: {pool.Account}")
    print(f"  Name: {pool.Name}")
    if pool.InceptionDate:
        print(f"  Inception: {pool.InceptionDate.strftime('%Y-%m-%d')}")

2. Get Complete Pool Information

account = "POOL001"

# Get basic pool info
pool = client.shares_pools.get_pool(account)

# Get related data
partners = client.shares_pools.get_pool_partners(account)
loans = client.shares_pools.get_pool_loans(account)
bank_accounts = client.shares_pools.get_pool_bank_accounts(account)

print(f"Pool: {pool.Name}")
print(f"Partners: {len(partners)}")
print(f"Loans: {len(loans)}")
print(f"Bank Accounts: {len(bank_accounts)}")

3. Filter Pools by Criteria

pools = client.shares_pools.list_all()

# Filter by inception date
from datetime import datetime

recent_pools = [
    p for p in pools
    if p.InceptionDate and p.InceptionDate.year >= 2024
]

print(f"Found {len(recent_pools)} pools from 2024")

4. Export Pool Data

import csv

pools = client.shares_pools.list_all()

with open('pools.csv', 'w', newline='') as f:
    writer = csv.writer(f)
    writer.writerow(['Account', 'Name', 'Inception Date'])

    for pool in pools:
        writer.writerow([
            pool.Account,
            pool.Name,
            pool.InceptionDate.strftime('%Y-%m-%d') if pool.InceptionDate else ''
        ])

Next Steps

• Partners - Working with partners
• Distributions - Querying distributions
• Models API Reference - Pool model details